LIFE’S CHECKLISTS · FREE WORKSHEET
Insurance claim contact log
Keep dates, questions, and next actions organized after a loss.
First read the completed example. Then write your own answers in the blank sections. If you do not know an answer, write what you need to ask. Official applications may require their own forms.
Completed example
This is a fictional practice entry. Write your own details in the blank sections below.
- Date
- October 23
- Contact / department
- Claims desk
- What was discussed
- Asked which photos are needed for review
- Documents requested
- Photos of damage; official list saved
- Next action / due date
- Send through insurer's secure portal October 24
Date: ____________________
Initial report
Contact / department
What was discussed
Documents requested
Next action / due date
Adjuster contact
Contact / department
What was discussed
Documents requested
Next action / due date
Estimate review
Contact / department
What was discussed
Documents requested
Next action / due date
Follow-up
Contact / department
What was discussed
Documents requested
Next action / due date
Notes: